SOLUTION CONCEPT • SALES & FINANCE
Real Estate Portfolio and Customer Management
A real estate CRM that matches properties with customer needs and manages appointments, offers and the sales process.
This page describes a product concept; it does not claim to represent a customer or a live project.
Real Estate Portfolio and Customer ManagementA centralized management system that matches properties with customer needs and tracks meetings and offers through a sales pipeline.
System scope
Modules, user roles and platforms are confirmed according to the requirement during project discovery.
Portfolio management
Customer matching
Appointment scheduling
Offer tracking
Listing channels
Sales pipeline
Customer
Real estate adviser
Office manager
Administrator
Web CRM panel
Mobile adviser application
Mapping services
Listing integrations
VALUE CREATEDFrom technical capability
From technical capability
to operational outcome.
Faster property and enquiry matching
Traceable offer and meeting process
Centralized adviser performance visibility
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